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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Top 30 financial advisors of 55 near 89403

Out of 400,000+ nationwide

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Alexander T

Series 66

Carson City, NV

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance
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Janjilla E

Series 66

Carson City, NV

Edward Jones

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance
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Misty A

Series 66

Carson City, NV

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner
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Ian M

CFP®, ChFC®, Series 66

Dayton, NV

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retirement plans for business owners (SEP, solo 401k)
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Megan S

Series 66

Dayton, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing General retirement planning Founder/Business Owner
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Michael H

Series 63, Series 65, Series 66

Carson City, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Military & Veterans Newlywed/Engaged
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Dana U

Series 63, Series 66

Carson City, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Early retirement planning
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Adam S

Series 66

Reno, NV

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Christopher W

Series 66

Carson City, NV

Merrill

Christopher White is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008, where he is a partner in RGRWT & Associates. His work focuses on helping high-net-worth individuals and their families build, preserve, and maintain wealth across generations through personalized and integrated financial strategies. Christopher holds a Bachelor's Degree from SUNY College at Brockport and has earned the Chartered Retirement Planning Counselorâ„¢ designation from the College for Financial Planning. His expertise includes areas such as divorce transition planning, family wealth management strategies, legacy planning, retirement income, and portfolio management services. In addition to his professional work, Christopher has served in leadership roles on boards for several local nonprofit organizations, including the YMCA, United Memorial Medical Center, Leadership Genesee, and United Way. He lives in Batavia, New York, with his wife and has two grown daughters.

General retirement planning Retirement income strategy Wealth management Business ownership considerations General estate planning guidance
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Kendra W

ChFC®, Series 66

Carson City, NV

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management ESG / Sustainable investing
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